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Donald Stanley Gudhus

Oracle Financial Group

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About Donald Stanley Gudhus

Donald Gudhus is a registered Investment Advisor Representative in Pennsylvania with Oracle Financial Group, a firm that has been in business since 2005. The firm provides investment advisory services to individuals and retirement planning. Donald has been with Oracle Financial Group since September 2005. Prior to joining Oracle Financial Group, Donald was with H.D. Vest Investment Services in Dallas, Texas, where he worked for over 11 years. Donald's professional licenses include Series 6, Series 7, and Series 63. He also holds a Series 65 for Investment Advisor representatives. Donald has provided investment advice to 16 clients, with approximately $9 million under management.

Firm Information

Donald Gudhus is currently registered with Oracle Financial Group. Oracle Financial Group is an investment advisor registered with the SEC. The firm has 1 licensed agent, 1 investment adviser representative and manages approximately $9 million in assets for 39 clients, primarily individuals other than high net worth. The firm's primary advisory service is portfolio management for individuals. The firm also offers retirement planning.

$9.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning

Retirement planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Gudhus’s Registration & Firm History

PA

09/09/2005 - Present

Oracle Financial Group (PHILADELPHIA PA)

TX

02/08/1994 - 09/12/2005

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

IA

Issued 02/14/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/1996

Series 7 - General Securities Representative Examination

BC

Issued 02/07/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Stanley Gudhus.
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